Consultant Retainer Agreement Template for Austria

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Key Requirements PROMPT example:

Consultant Retainer Agreement

"I need a Consultant Retainer Agreement under Austrian law for a cybersecurity consulting firm providing monthly IT security audits and incident response services to our financial services company, with a monthly retainer of €15,000 starting March 2025."

Document background
The Consultant Retainer Agreement serves as a comprehensive legal framework for establishing and managing ongoing consulting relationships under Austrian law. It is particularly suitable for situations where a client requires regular access to a consultant's expertise and services on a continuing basis, rather than for one-off projects. The document addresses key aspects required under Austrian legislation, including clear delineation of independent contractor status under the ABGB (Austrian Civil Code), GDPR compliance requirements, and social insurance considerations under GSVG. This agreement type is commonly used when businesses need consistent access to specialized expertise, strategic advice, or professional services, and includes provisions for regular payment schedules, service availability, and performance standards. The retainer model provides benefits for both parties: guaranteed availability of consulting services for the client and stable, predictable income for the consultant.
Suggested Sections

1. Parties: Identification of the client and consultant, including full legal names, registration details, and addresses

2. Background: Context of the agreement and brief description of the consultant's expertise and client's requirements

3. Definitions: Key terms used throughout the agreement, including 'Services', 'Retainer Fee', 'Intellectual Property', etc.

4. Scope of Services: Detailed description of the consulting services covered under the retainer arrangement

5. Term and Termination: Duration of the retainer agreement, renewal terms, and termination provisions

6. Retainer Fee and Payment Terms: Monthly/periodic retainer amount, payment schedule, additional fees, and expense reimbursement

7. Independent Contractor Status: Clear statement of consultant's status as independent contractor, not employee

8. Consultant's Obligations: Key responsibilities, availability, quality standards, and reporting requirements

9. Client's Obligations: Client's responsibilities including providing necessary information and access

10. Intellectual Property Rights: Ownership and usage rights of work products and pre-existing materials

11. Confidentiality: Protection of confidential information and trade secrets

12. Data Protection: GDPR compliance measures and data processing obligations

13. Liability and Indemnification: Limitation of liability and indemnification provisions under Austrian law

14. General Provisions: Standard clauses including notices, amendments, severability, and governing law

Optional Sections

1. Non-Competition: Restrictions on consultant's work with competitors - optional based on nature of services

2. Insurance: Professional liability insurance requirements - recommended for high-risk consultancy

3. Performance Metrics: Specific KPIs and performance standards - useful for measurable consulting outcomes

4. Substitute Consultants: Terms for allowing/restricting delegation of services to other consultants

5. Emergency Services: Provisions for urgent work outside regular scope - relevant for crisis management consultants

6. Training and Knowledge Transfer: Requirements for training client's staff - relevant for implementation projects

7. Client References: Terms for using client as reference - important for marketing-focused consultants

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of regular services covered under the retainer

2. Schedule B - Fee Schedule: Detailed fee structure, including retainer calculations and additional service rates

3. Schedule C - Service Levels: Specific response times, availability, and performance standards

4. Schedule D - Key Personnel: List of primary consultant(s) and any approved substitutes

5. Appendix 1 - Data Processing Agreement: GDPR-compliant data processing terms and security measures

6. Appendix 2 - Confidentiality Agreement: Detailed confidentiality terms and information handling procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Professional Services

Management Consulting

Information Technology

Financial Services

Healthcare

Manufacturing

Energy

Real Estate

Telecommunications

Environmental Services

Education

Legal Services

Marketing and Advertising

Human Resources

Research and Development

Relevant Teams

Legal

Procurement

Human Resources

Finance

Operations

Compliance

Risk Management

Contract Management

Business Development

Strategy

Project Management Office

Executive Leadership

Relevant Roles

Chief Executive Officer

Legal Counsel

Procurement Manager

Human Resources Director

Chief Financial Officer

Operations Manager

Project Manager

Business Development Director

Department Head

Managing Director

Compliance Officer

Contract Manager

Finance Director

Risk Manager

Strategy Director

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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